Document Packs

 

These template documents are excellent quality and allow you to insert your details and start using immediately - meaning you can create a professional image immediately. Just insert your personal information and branding.

 

Legal Pack - £49.00

Contracts and terms and conditions are a must for any VA business.

 

Pay As You Go contract* - for work carried out on hourly basis

Retainer contract* - regular support with payment in advance

 

BONUS ITEM

Terms and conditions*

 

 

 

New Client Pack - £79.00

Helps guide you through the consultation stage from prospective clients to signed up VA clients.

 

Information pack - what you send to prospective clients interested in your services

Prospective client questionnaire - use as a guide of what support prospective clients need

Client consultation - process for dealing with prospective clients

Welcome pack - what you send once prospective clients become a VA client

Pay As You Go contract* - for work carried out on hourly basis

Retainer contract* - regular support with payment in advance

Terms & conditions*

New client questionnaire - form you send to get to know new clients

New customer checklist - so you don't miss anything

 

BONUS ITEM

Proposal - detailed proposal to send to people if requested or larger companies

 

 

 

Client Management Pack - £49.00

Some useful documents to help manage your clients.

 

Satisfaction survey - to send out to monitor what clients think about your service

Review form - use with retainer clients

Weekly activity report - details work completed for retainer clients

 

 

 

Finance Pack - £49.00

Documents to help with basic financial aspects of running your VA business.

 

Time sheets - with formula to help with billing

Invoice

Statement

Invoice tracking - simple tracking system for all your incoming and outgoing invoices

First payment collection letter

Second payment collection letter

 

BONUS ITEM

Standing Order Mandate - to use with retainer clients

 

 

 

Associate Pack - £79.00

These valuable documents are a must have for anyone wanting to take on associates.

 

Information pack - to send to those who express an interest in joining you

Application form - help in screening process

Interview form - to use to record notes

Associate VA contract*

Policy manual - details how you operate and how associates will work in your team

 

BONUS ITEM

Reference Request form - to send for successful associates

 

 

 

* Documents do not constitute legal advice and users should get their solicitor to review these documents before using them